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Ritter Daniher Financial Advisory’s Global X Uranium ETF URA Stock Holding History

Ritter Daniher Financial Advisory’s Portfolio URA Stock Details URA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-76
Closed -$2.04K – 329
2024
Q4 		$2.04K Hold
76
– – ﹤0.01% 275
2024
Q3 		$2.17K Hold
76
– – ﹤0.01% 281
2024
Q2 		$2.2K Hold
76
– – ﹤0.01% 280
2024
Q1 		$2.19K Hold
76
– – ﹤0.01% 272
2023
Q4 		$2.1K Sell
76
-20
-21% -$549 ﹤0.01% 305
2023
Q3 		$2.6K Hold
96
– – ﹤0.01% 301
2023
Q2 		$2.08K Hold
96
– – ﹤0.01% 283
2023
Q1 		$1.91K Hold
96
– – ﹤0.01% 259
2022
Q4 		$1.93K Buy
+96
New +$1.94K ﹤0.01% 246

Other funds holding URA

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
PF
Phoenix Financial Givatayim, Israel $10.5B AUM 49.21% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
G
GenTrust Miami, Florida $2.34B AUM 18.43% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $10.1B AUM 14.03% 1-Year Est. Return

Ritter Daniher Financial Advisory's URA Position: Q1 2025 in Review

Ritter Daniher Financial Advisory sold out of Global X Uranium ETF (URA) in Q1 2025, closing a stake of 76 shares — an estimated $2.04K sold.

Ritter Daniher Financial Advisory first reported a position in URA in Q4 2022 and held it in 9 quarters. The position peaked at $2.6K in Q3 2023. 351 funds tracked by Wall St. Rank hold URA as of Q1 2025.

  • Ritter Daniher Financial Advisory reported no remaining Global X Uranium ETF position as of Q1 2025 after selling out during the quarter.
  • Ritter Daniher Financial Advisory sold 76 Global X Uranium ETF shares in Q1 2025, an estimated $2.04K.
  • Ritter Daniher Financial Advisory first reported a position in Global X Uranium ETF in Q4 2022 and held it in 9 quarters.
  • Ritter Daniher Financial Advisory's Global X Uranium ETF position peaked at $2.6K in Q3 2023.
  • 351 funds tracked by Wall St. Rank held Global X Uranium ETF as of Q1 2025.

Based on Ritter Daniher Financial Advisory's 13F filing for Q1 2025, filed 9 May 2025.